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Danny Moses
@dmoses34
Investor (looking for the next Big Short)/Inventor (BlackJack Side-Bet Games)/Skeptic (student of Behavioral Finance)/Hedonist; not Investment advice
United States
whatarewedoingonthedesk.substack.com
Joined November 2015
354
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30.5K
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  • Pinned
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    Danny Moses
    @dmoses34
    Jun 17
    The best part of the discussion with @verrone_chris was how we managed to bring Blackjack & Craps into the mix! In addition to Warsh's first #FED meeting as Chair, it's @usopengolf week & I preview some @Kalshi picks, including @XSchauffele, who is a perfect 9/9 making the cut.
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    On The Tape Podcast
    @OnTheTapePod
    Jun 17
    📈🎙️ @verrone_chris of Strategas joins @dmoses34 to break down this "hit me again" market! The guys discuss why breadth is broadening, where money goes if it leaves tech, and why he's putting "chips in his pocket" on parabolic AI names. WATCH: youtu.be/SXXKJSJVgyg APPLE:
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    4.6K
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    Danny Moses
    @dmoses34
    Dec 22, 2022
    I am listening to Twitter Spaces on $TSLA where @elonmusk dropped in. I always make a point to listen to “bulls” when I am bearish and “bears” when I am bullish (no matter the stock). In my career, I’ve never felt better about a short. @Seawolfcap @VD718 @RiskReversal @GuyAdami
    252K
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    Danny Moses
    @dmoses34
    Mar 3, 2022
    Join us tonight on Twitter Spaces at 9PM; I hope to elaborate on some of the issues discussed @TheProblem w/o putting @jonstewart to sleep... x.com/i/spaces/1ypKd… x.com/i/spaces/1ypKd…
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    The Problem With Jon Stewart
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    The Problem With Jon Stewart
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    Danny Moses
    @dmoses34
    Oct 1, 2022
    I rarely tweet "threads" on the markets but I feel compelled to at this moment; mainly so I can clear my own head but also b/c I hope by sharing my thoughts I may help some other investors; I would normally do this recording @OnTheTapePod but this is a stream of consciousness 1/
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    Danny Moses
    @dmoses34
    Nov 5, 2021
    Advice for $PTON:Start taking deposits on Autonomous Bikes that will never exist; talk about the bike's ability to power your home; ignore product recalls from US Gov't; sell bikes to Hertz so they can rent them out; find option market makers willing to buy Calls (see $TSLA)
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    Danny Moses
    @dmoses34
    Jan 18, 2022
    This is the part of the show where the “tech” research analysts that cover the likes of $CVNA $UPST $AFRM $RKT walk down the hallway to find the “specialty finance” analysts and ask things like “what’s a securitization?” “what is Gain on Sale (GOS)?” & “do funding costs matter?”
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    Danny Moses
    @dmoses34
    Jul 26, 2022
    Wanted to wait for the 10Q on $TSLA before commenting on the qtr; I'm sure 99% of people won't look through it but it always helps to clarify a few things; sec.gov/Archives/edgar… First thing that struck me off of the earnings report was
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    Danny Moses
    @dmoses34
    Aug 19, 2022
    If trading #memestocks was equated to playing chess, then all of the pawns are being taken and the knights/bishops, in the form of @ryancohen @CEOAdam etc. are in retreat; it’s all about taking the Queen @CathieDWood and then checkmating the King @elonmusk to clean up this mkt
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    Danny Moses
    @dmoses34
    Oct 1, 2022
    Replying to @dmoses34
    *hard not to be bullish on GOLD (whether or not the #FED blinks) *everything has it's price (for a select few companies that price is $0 but there will be great buying opportunities that will arise for quality) *FOMO HODL are killers in this type of market (stay disciplined) 🙏
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    Danny Moses
    @dmoses34
    Jun 28, 2019
    The obsession over $TSLA 2nd qtr delivery #'s is absurd; whether it's 80K/85K/90K/95K it changes nothing; the reality is that $TSLAQ is no longer a "technology" co.; it's an "auto" co. w/ poor logistics, shoddy mfg, horrid margins & horrible leadership; only matter of time for BK
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    Danny Moses
    @dmoses34
    Jan 8, 2023
    Replying to @GerberKawasaki and @elonmusk
    Please join..I will double my short position…
    18K
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    Danny Moses
    @dmoses34
    Mar 12, 2023
    🧵on $SIVB (thoughts on current situation) 1/ it may not have mattered in the end but I'm shocked that when $SIVB announced the losses in their securities book & subsequent capital raise, that the raise wasn't already subscribed; created their own bank run: "Capital Markets 101"
    93K
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    Danny Moses
    @dmoses34
    Oct 1, 2022
    Replying to @dmoses34
    you can curse Powell all you want but it was Bernanke that acted (kept acting) in a manner that has led us here; the majority of investors don't ask questions when markets are rising, they only look for excuses & to lay blame on somebody other than themselves when markets fall 4/
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    Danny Moses
    @dmoses34
    Mar 2, 2022
    There are many "problems" with the stock market these days..hopefully this episode can shed some light on them...releases at midnight tonight!!! Tomorrow on Apple TV+, @theproblem with the Stock Market!
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